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Webex Meetings - Create PDF, Word, Excel Documents
Webex Meetings can be connected with Documentero to automatically create documents whenever a meeting starts. This makes it easy to generate reports, attendance records, or follow-up files in formats like PDF, DOCX, or XLSX. With integrations through API, Make, Zapier, or Power Automate, teams can quickly set up automated workflows that link their meetings to ready-to-use documents.
Webex Meetings
Documentero
Triggers
Watch Meeting Started — Triggers when a meeting has been started.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Webex Meetings using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Webex Meetings using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF meeting summaries from Webex Meetings
Create DOCX client meeting reports when a Webex session starts
Export XLSX logs of recurring Webex team meetings
Generate training attendance certificates from Webex sessions
Create pre-filled project documentation when Webex calls begin
Automatically generate board meeting minutes from Webex Meetings
Export financial review session records from Webex to PDF
Create structured follow-up documents after Webex webinars
Automatically generate compliance reports from Webex meetings
Export team workshop notes from Webex into DOCX templates
How you can use Webex Meetings + Documentero
Meeting Attendance Report
Generate a PDF attendance sheet automatically when a Webex meeting begins.
Meeting Agenda Archive
Create a DOCX file with the planned agenda and save it each time a new meeting starts.
Project Status Tracker
Export an XLSX file that logs project meetings as they happen for record-keeping.
Client Meeting Notes Template
Open a pre-filled DOCX template for client discussions as soon as the meeting starts.
Training Session Certificates
Automatically prepare PDF certificates for participants when a training session begins.
Setup Guides
Zapier Tutorial: Integrate Webex Meetings with Documentero
- Create a new Zap in Zapier.
- Add Webex Meetings to the zap and choose one of the triggers (Watch Meeting Started). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Webex Meetings trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Webex Meetings with Documentero
- Create a new scenario in Make.
- Add Webex Meetings to the scenario and choose one of the triggers (Watch Meeting Started). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Webex Meetings trigger.
- Run or schedule your scenario and verify the output.
Power Automate Tutorial: Integrate Webex Meetings with Documentero
- Create a new flow in Power Automate.
- Add Webex Meetings to the flow and choose one of the triggers (Watch Meeting Started). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Power Automate: Add Documentero as the next step and connect it using your API key.
- In your flow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Webex Meetings trigger.
- Test and save your flow.
